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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-09-05 |
Branch Locations
1 Cumberland Place Suite 104, Bangor, ME 04401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Bangor | ME | 07/2009 | 09/2025 |
| Avantax Insurance Agency Llc | Bangor | ME | 08/2013 | 09/2025 |
| Tmatt Tax & Financial | Bangor | ME | 10/2014 | 06/2021 |
| Avantax Advisory Services | Bangor | ME | 01/2015 | 09/2025 |
| Kelley Tax & Financial | Brewer | ME | 06/2021 | Present |
| Cetera Wealth Services, Llc | Bangor | ME | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KELLEY TAX & FINANCIAL POSITION: OWNER NATURE: INCOME TAX PREPARATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/08/2021 ADDRESS: 1 Cumberland Place, Suite 104, Bangor ME 04401, United States DESCRIPTION: I PREPARE INDIVIDUAL AND BUSINESS TAX RETURNS AND ALSO PROVIDE BUSINESS SERVICES SUCH AS EIN APPLICATIONS & ESTIMATED TAXES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-27 |
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